Stefan Gollisz (CRD# 7117809) is an Investment Advisor Representative working at Flynn Zito Capital Management, LLC in Garden City, NY and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Flynn Zito Capital Management, LLC | Garden City, NY | Jan 2024 - Current | < 1 |
Lpl Financial, LLC | Garden City, NY | Jan 2022 - Current | 2 |
Flynn Zito Capital Management, LLC | Garden City, NY | Jul 2021 - Jan 2022 | < 1 |
None | Garden City, NY | May 2021 - Jul 2021 | < 1 |
None | Lewisburg, PA | Aug 2017 - May 2021 | 3 |
Maccarone Plumbing | Glen Cove, NY | May 2020 - Jul 2020 | < 1 |
Flynn Zito Capital Management, LLC | Garden City, NY | May 2019 - Aug 2019 | < 1 |
Maccarone Plumbing | Glen Cove, NY | May 2018 - Aug 2018 | < 1 |
None | Garden City, NY | Jan 2012 - Aug 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- NY
-
Total Assets Under Management549MILLIONS
-
Total Number of Accounts1,604ACCOUNTS
-
Average Account Value$342,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CO, CT, FL, LA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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